Importing inventory items

To import inventory items complete the following steps:

  1. Click on "Items" in the top menu
  2. Click on "Inventory" in the left menu
  3. Click on "Import" button at the top of the list of items
  4. Select file that includes list of inventory items (file must be in CSV format)
  5. Click on the "Upload" button
  6. If file includes a header row click on the checkbox next to "Header Row?"
  7. If you want data in import file to replace existing data for any items that are already in the system click on the checkbox next to "Update duplicates?"
  8. Ensure file columns are mapped to proper fields and make any changes by clicking on the dropdown field above the column and selecting the correct field
  9. Click on the "Finish" button

Supported columns are:

Inventory_Items.png

Inventory item import template file: